Member Directory of the Gold Country Estate Planning Council

 

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Shawna McDonald , NMLS # 271335 CA-DRE #00585530

Sierra Foothills Reverse Mortgage

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs. See More
Work 412 E Main St Grass Valley CA 95945 Work Phone: (530) 497-3010 Website: http://www.sierrafoothillsreverse.com
Services

Loan Officer & Real Estate Broker serving the Nevada County Senior Citizen community for their Reverse Mortgage needs.

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Ryan Meacher , CFP®, AAMS®

Edward Jones

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today. See More
Work 426 Sutton Way Ste 102 Grass Valley CA 95945 Work Phone: (530) 272-9092 Work Fax: (877) 207-3541 Website: http://www.edwardjones.com
Services

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let’s discuss your goals during a financial review. Contact me today.

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Chelsea Neineber

Patterson’s Tax Practice

Tax Preparation & IRS Resolution See More
Work 312 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 615-4917 Website: www.pattersonstaxpractice.com
Services

Tax Preparation & IRS Resolution

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Kimberly Parker , CFRE

Leave A Legacy of Nevada County

A consortium of non-profits dedicated to widening the knowledge and use of Planned Giving in our community. See More
Work PO Box 1810 Grass Valley CA 95945 Work Phone: (530) 477-9700 Work Fax: (530) 477-9300 Website: http://www.cnlsierra.org
Services

A consortium of non-profits dedicated to widening the knowledge and use of Planned Giving in our community.

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Deborah Patterson

Patterson’s Tax Practice

Tax Preparation:
  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
See More
Work 312 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 615-4917 Website: www.pattersonstaxpractice.com
Services

Tax Preparation:

  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
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Janet Peake

Crown Capital Securities, L.P.

Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens' college education and to lead the lives they desire with financial security. See More
Work 648 Zion St Nevada City CA 95959 Work Phone: (530) 265-0785 Work Fax: (530) 687-8336 Website: www.janetpeake.com
Services

Janet has helped many people realize their dreams to achieve financial independence, pay for their childrens’ college education and to lead the lives they desire with financial security.

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George Pelpel

Patterson’s Tax Practice

Tax Preparation:
  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
See More
Work 312 Colfax Ave Grass Valley CA 95945 Work Phone: (530) 615-4917 Website: www.pattersonstaxpractice.com
Services

Tax Preparation:

  • Individuals
  • Sole Proprietors
  • Partnerships
  • Limited Liability Corporations
  • C Corporations
  • Subchapter S Corporations
  • Trusts
  • Non-Profit Organizations
  • Sales Tax Returns
  • Tax Projections
  • IRS & State Resolution
  • IRS & State Representation
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Michael Pettit , CFA JD

Ameriprise Financial Services, Inc

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals. See More
Work 1430 Blue Oaks Blvd. #290 Roseville CA 95747 Work Phone: (916) 580-2180 x 101 Work Fax: (916) 580-2080 Website: http://www.ameripriseadvisors.com/michael.d.pettit
Services

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Jim Phelps

Nevada County Habitat for Humanity

Providing affordable home ownership opportunities for low-income individuals who live and/or work in Nevada County. See More
Work PO Box 2997 Grass Valley CA 95945 Work Phone: (530) 274-1951 Website: www.nchabitat.org
Services

Providing affordable home ownership opportunities for low-income individuals who live and/or work in Nevada County.

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Matt Quentmeyer

Sierra Fiduciary Services, LLC

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings. See More
Work PO Box 1032 Grass Valley CA 95945 Work Phone: (530) 273-6347 Work Fax: (888) 273-6347 Website: www.sierrafiduciary.com
Services

Professional Trustee and Conservator. Ancillary services include Representative Payee Services, Power of Attorney, Decedent Estate Management, Forensic Accountings.

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Aimee Retzler

Sierra Harvest

Transforming Lives and Strengthening Community through Fresh, Local, Seasonal Food. See More
Work 313 Railroad Ave Ste 201 Nevada City CA 95959 Work Phone: (530) 265-2343 Website: www.sierraharvest.org
Services

Transforming Lives and Strengthening Community through Fresh, Local, Seasonal Food.

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Donald L Ringen

Vintage Mercantile USA

Baseball cards (Vintage), Trading Cards, US and Canadian Coins, World Gold Coins, Fiesta Ware Pottery. See More
Work 13993 Indian Springs Rd Penn Valley CA 95946 Work Phone: (530) 272-7835 Work Fax: (530) 272-7835
Services

Baseball cards (Vintage), Trading Cards, US and Canadian Coins, World Gold Coins, Fiesta Ware Pottery.

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Emily Rivenes , MS, CPA, CFP®

My practice is centered around providing personalized tax planning and preparation services for individuals, small businesses, and trusts. As a CPA and CFP® with a long history in financial planning, I approach my work with your entire financial picture in mind. I often partner with your other financial advisers to ensure comprehensive planning with a common goal to help maximize wealth retention and ensure a solid financial future. See More
Work PO Box 1357 Grass Valley CA 95945 Work Phone: (530) 272-6103 Website: www.emilyrivenes.com
Services

My practice is centered around providing personalized tax planning and preparation services for individuals, small businesses, and trusts. As a CPA and CFP® with a long history in financial planning, I approach my work with your entire financial picture in mind. I often partner with your other financial advisers to ensure comprehensive planning with a common goal to help maximize wealth retention and ensure a solid financial future.

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Heidi Seavers NMLS #724359

Movement Mortgage

Mortgage planning services. We are local to Nevada County and strive to help clients with evaluating their mortgage to ensure it meets their long-term financial plans. Specializing in purchase and refinance residential loans. See More
Work 1744 E Main St Grass Valley CA 95945 Work Phone: (530) 798-6200 Work Fax: (530) 419-1171 Website: www.movement.com/heidi.seavers
Services

Mortgage planning services. We are local to Nevada County and strive to help clients with evaluating their mortgage to ensure it meets their long-term financial plans. Specializing in purchase and refinance residential loans.

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Michael F Storz , CLPF #387

Storz Fiduciary Services;, Inc

Licensed fiduciary providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorship and probate administration. Member of the Professional Fiduciaries Association of California (PFAC) since 2009. See More
Work 610 Auburn Ravine Rd Ste E Auburn CA 95603 Work Phone: (916) 220-3474 Work Fax: (916) 644-6258 Website: http://www.storzfiduciaryservices.com
Services

Licensed fiduciary providing administration for decedent, revocable, irrevocable and SNT trusts as well as conservatorship and probate administration. Member of the Professional Fiduciaries Association of California (PFAC) since 2009.

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Douglas T Summers

RWS CPA’s and Advisors

Tax consulting and preparation for individuals, trusts, estates, and all business entities. Business consulting. See More
Work 1103 Sutton Way Grass Valley CA 95945 Work Phone: (530) 477-6468 Work Fax: (530) 477-6473 Website: http://www.abacus7.com
Services

Tax consulting and preparation for individuals, trusts, estates, and all business entities. Business consulting.

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